Latest Institutional Transactions on Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Dividend Income Fund (EVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-370Closed |
$9.38K - $11.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-400Closed |
$10.1K - $12K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-450Closed |
$11.4K - $13.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.47KClosed |
$189K - $225K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 1.36% |
$1.9K - $2.26K
|
5.45K
$131K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.87KClosed |
$199K - $237K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.2KClosed |
$260K - $308K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
446New |
$11.3K - $13.4K
|
446
$10.7K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$289K - $313K
|
10.5K
$252K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3KNew |
$82.7K - $89.4K
|
3K
$72K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.73KClosed |
$75.2K - $81.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.09KNew |
$30K - $32.5K
|
1.09K
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.7KClosed |
$461K - $498K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$5.51K - $5.96K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
7.59K+ 709.35% |
$209K - $226K
|
8.66K
$208K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.62% |
$13.4K - $14.4K
|
31.4K
$753K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.41KClosed |
$91.7K - $98.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.55KClosed |
$203K - $217K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$21.5K - $23K
|
800
$19.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36KClosed |
$63.4K - $67.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$13.4K - $14.4K
|
500
$12K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 57.14% |
$26.9K - $28.8K
|
750
$18K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.11KClosed |
$56.7K - $60.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.47KClosed |
$91.1K - $98.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$78.9 - $85.1
|
3
$72
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.4KClosed |
$536K - $578K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.01KClosed |
$26.6K - $28.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.96KClosed |
$77.8K - $83.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.8KClosed |
$73.6K - $79.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-7.71KClosed |
$203K - $219K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23.1KNew |
$607K - $654K
|
23.1K
$554K
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.23KClosed |
$28.3K - $32.5K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-5KClosed |
$115K - $132K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415New |
$9.55K - $11K
|
415
$9.96K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40.4KNew |
$930K - $1.07M
|
40.4K
$970K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.4KClosed |
$32.1K - $36.9K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.65KClosed |
$38K - $43.6K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.79KClosed |
$41.2K - $47.4K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-680Closed |
$15.6K - $18K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.48KClosed |
$34.1K - $39.2K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.91KClosed |
$43.8K - $50.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.54KClosed |
$84.1K - $108K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.5KClosed |
$64.9K - $83K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-230Closed |
$4.33K - $4.76K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-16.4KClosed |
$310K - $340K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.04KNew |
$19.6K - $21.5K
|
1.04K
$25K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
271KNew |
$5.11M - $5.61M
|
271K
$6.52M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-592Closed |
$11.2K - $12.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$41.4K - $45.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-216Closed |
$4.07K - $4.47K
|
0
$0
|
|